Configuring OrthoTrac

Setting Up Insurance Claim Options

Before entering insurance claims, you must set up some basic insurance claim information using the Insurance Claim Options window.

To set up insurance claim options:

1. Click Maintenance/Set-up and select Insurance Claim Options, or select Functions > Maintenance/Set-up > Insurance Claim Options from the menu bar.

2. In the Type of Claim to Automatically Generate From section, select the following information.

   • Use the drop-down list next to the Posting Procedures field to select the claim types that are automatically generated when posting procedures.

   • Use the drop-down list next to the Entering Contracts field to select the claim types that are automatically generated when entering contracts.

3. In the Claim Processing section, select the following information.

   • Select the Use SSN or the Use TIN option button to have the desired number print on the claim.

   • Use the drop-down list to select the name of the doctor to print on the claim.

   • Use the drop-down list to select the office location to print on the claim.

4. In the Ledger Comment section, select the option to write a comment to the ledger when a claim is printed or transmitted.

5. In the Continuation of Treatment section, include the following information.

   • Select the Include the Current Month on the Claim option to list the current month on this claim.

   • Select the Monthly Comment field and enter a comment that you want printed on your monthly claim forms.

   • Type a code in the ADA Code for Continuation of Tx field.

6. In the Insurance Form Type section, click the option button next to the type of insurance form you are printing.

7. Click OK to save your changes and close the window.

Related Topics

Configuring OrthoTrac

Configuring OrthoTrac -- Terminology and Concepts

Setting Up Carriers

Setting Up the OrthoTrac Charting Module

Setting Up Database Fields

Setting Up the Daysheet

Setting Up Employers

Using the eServices Setup Window

Using the Form Editor

Setting Up Office Expert

Setting Up Other Referral Sources

Setting Up Outside Doctors

Setting Up OrthoTrac Patient Flow Module Options

Setting Up Procedures

Setting Up the Schedule

Setting Up Security

Setting Up the Staff

Setting Up Statement Options

Using System Maintenance

Setting Up Ticket Messages

Setting Up the Timeclock

Setting Up Treatment Plan

Unlock Financial Roll

Unlock Locked Out Users

Using the Options Menu

Specifying Default Printers

Using the Standard Print Dialog Box